FESM vs VUG

AFESM

BVUG

Measures won3–1FESM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.89%FESM · $89 on $10k

Smallest drop−10.2%FESM · worst fall in 1Y

Held in common0.1%FESM and VUG

FESM

VUG

Fidelity Enhanced Small Cap ETF · $6.4BVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

0.89%12-mo yield$89 · $43 on $10k0.43%

−10.2%Worst dropSmaller wins−15.1%

18.5%VolatilityLower wins19.0%

3–1FESM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFESM · VUG

0.1%INSM0.1%

Held in common0.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	−4.6%	+17.6%	+22.1%	new	new	−10.2%	$6.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	−4.6%	+17.6%	+22.1%	new	new	−10.2%	$6.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FESM vs VUG

FESM

Fidelity Enhanced Small Cap

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureFESMVUG

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield0.89%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−10.2%−15.1%

Volatility · 1Y18.5%19.0%

3–1measures won
FESM first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FESM, VUG

Today

0.1%most shared, FESM and VUG

FESMVUG

FESM—0.1%

VUG0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$61most kept, FESM

FESM$89 − $28 = $61

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee